Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
COST holding history
Costco Wholesale Corp in every 13F filed by Meriwether Wealth & Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
COST overviewAll 13F holders of COSTFull Q2 2026 holdings
- Shares (Q2 2026)
- 236
- Value
- $220.8K
- % of portfolio
- 0.1%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 236 | $220.8K | 0.1% | −1−0.4% | Reduced | Holders |
| Q1 2026 | 237 | $236.2K | 0.1% | +2+0.9% | Added | Holders |
| Q4 2025 | 235 | $202.7K | 0.1% | −1−0.4% | Reduced | Holders |
| Q3 2025 | 236 | $218.4K | 0.1% | −7−2.9% | Reduced | Holders |
| Q2 2025 | 243 | $240.6K | 0.2% | −11−4.3% | Reduced | Holders |
| Q1 2025 | 254 | $240.2K | 0.2% | −25−9.0% | Reduced | Holders |
| Q4 2024 | 279 | $255.6K | 0.2% | – | No prior filing | Holders |